Institutional Ownership Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG). We have compiled data on the 1,116 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
110
shares
|
$12,750
0.0% of portfolio
|
Q3 2023
Reduced 14.73%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
109
shares
|
$12,634
0.0% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$11,591
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
100
shares
|
$11,591
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
100
shares
|
$11,591
0.01% of portfolio
|
Q4 2023
Reduced 45.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$11,591
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
97
shares
|
$11,243
0.0% of portfolio
|
Q2 2025
Reduced 61.35%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
91
shares
|
$10,547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
87
shares
|
$10,084
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
87
shares
|
$10,084
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84
shares
|
$9,736
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
84
shares
|
$9,736
0.0% of portfolio
|
Q4 2024
Reduced 63.0%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
81
shares
|
$9,388
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
79
shares
|
$9,156
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
77
shares
|
$8,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
74
shares
|
$8,577
0.0% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
73
shares
|
$8,461
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
72
shares
|
$8,345
0.0% of portfolio
|
Q2 2022
Reduced 17.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
67
shares
|
$7,765
0.0% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
65
shares
|
$7,534
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
65
shares
|
$7,534
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
60
shares
|
$6,954
0.0% of portfolio
|
Q1 2025
Reduced 53.49%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
58
shares
|
$6,722
0.0% of portfolio
|
Q3 2025
Reduced 97.81%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
58
shares
|
$6,722
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
58
shares
|
$6,722
0.0% of portfolio
|
Q4 2024
New holding
|